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Stephen Cheifetz

@Kades & Cheifetz Llc

Latest period2024 - Q4ReportedManaged Assets$195.377MTotal holdings108
Assets growth rate11.91%Assets growth rate (2-Q avg)10.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kades & Cheifetz Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Kades & Cheifetz Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 195.377M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 10.85%. The portfolio is managed by Stephen Cheifetz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BARGraniteshares Gold Tr
Recent Activity
Decreased -0.21%
1.03%
$1.998M
77,163 shares@ $25.89 avg price
JFRNuveen Floating Rate Income
Recent Activity
Decreased -3.53%
0.96%
$1.867M
209,283 shares@ $8.93 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -0.29%
0.96%
$1.863M
6,653 shares@ $280.08 avg price
FLOTIshares Tr
Recent Activity
Decreased -2.78%
0.9%
$1.743M
34,249 shares@ $50.89 avg price
SHYDVaneck Etf Trust
Recent Activity
Decreased -1.35%
0.82%
$1.602M
71,252 shares@ $22.49 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -4.87%
0.62%
$1.206M
2,359 shares@ $511.29 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -7.41%
0.6%
$1.161M
6,096 shares@ $190.43 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -0.29%
0.59%
$1.142M
14,657 shares@ $77.89 avg price
XFRAXBlackrock Floating Rate Inco
Recent Activity
Decreased -7.59%
0.48%
$937,425
68,176 shares@ $13.76 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -3.28%
0.47%
$913,946
43,397 shares@ $21.07 avg price